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ALPS | Smith Core Plus Bond ETF (SMTH) Institutional Ownership

ALPS | Smith Core Plus Bond ETF logo
$25.96 +0.02 (+0.08%)
Closing price 08/4/2025 04:10 PM Eastern
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$25.94 -0.02 (-0.08%)
As of 04:05 AM Eastern
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Institutional Ownership Changes (13F Filings) for ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$31.57M
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SMTH Institutional Buying and Selling by Quarter

ALPS | Smith Core Plus Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025World Investment Advisors321,794$8.32M0.2%+9.3%0.427%
8/1/2025 Envestnet Asset Management Inc.35,508$918K0.0%+4.2%0.047%
7/31/2025 Guardian Financial Partners LLC444,754$11.50M5.2%+7.6%0.590%
7/30/2025 Principle Wealth Partners LLC785,243$20.30M1.3%-21.3%1.042%
7/29/2025 Spectrum Investment Advisors Inc.177,147$4.58M2.7%+7.0%0.235%
7/29/2025 Stratos Wealth Partners LTD.41,278$1.07M0.0%+100.8%0.055%
7/29/2025 Riverbend Wealth Management LLC154,257$3.99M3.0%+35.4%0.205%
7/29/2025 Stratos Investment Management LLC3,288,789$85.02M3.9%+24.0%4.366%
7/23/2025 Prasad Wealth Partners LLC398,493$10.30M3.0%-26.3%0.529%
7/21/2025 Sovereign Investment Advisors LLC385,533$9.97M2.7%+560.4%0.512%
7/17/2025 G&S Capital LLC23,572$609K0.2%+25.0%0.032%
7/16/2025 Old Port Advisors259,355$6.70M1.8%+19.4%0.348%
7/15/2025 Traction Financial Partners LLC673,584$17.41M11.8%-1.1%0.905%
7/14/2025 Sentinel Pension Advisors LLC323,202$8.36M1.4%N/A0.435%
7/11/2025 Annex Advisory Services LLC5,143,368$132.96M3.2%+47.1%6.948%
7/10/2025 NorthCrest Asset Manangement LLC295,740$7.63M0.2%+24.0%0.400%
7/10/2025 Wealth Enhancement Advisory Services LLC43,698,035$1.13B1.9%+12.6%59.031%
7/9/2025 Lineweaver Wealth Advisors LLC1,132,470$29.27M4.6%+12.0%1.530%
7/9/2025 Triumph Capital Management42,423$1.10M0.3%-53.0%0.057%
7/8/2025 Gallacher Capital Management LLC337,518$8.73M4.0%+4.4%0.458%
6/27/2025Goldman Sachs Group Inc.130,446$3.38M0.0%-21.2%0.179%
5/19/2025Jane Street Group LLC46,627$1.21M0.0%-51.9%0.069%
5/16/2025Goldman Sachs Group Inc.130,446$3.38M0.0%-21.2%0.192%
5/16/2025Integrated Wealth Concepts LLC273,026$7.07M0.1%-22.2%0.403%
5/14/2025Comerica Bank7,336$190K0.0%+128.3%0.011%
5/14/2025Northwestern Mutual Wealth Management Co.1,642$43K0.0%N/A0.002%
5/13/2025Ethos Financial Group LLC211,720$5.48M0.5%N/A0.312%
5/8/2025Shufro Rose & Co. LLC4,543,908$117.62M9.3%+146.4%6.699%
5/8/2025 Sovereign Investment Advisors LLC58,378$1.50M0.5%-84.5%0.086%
5/8/2025First Foundation Advisors73,495$1.90M0.1%+193.7%0.108%
5/6/2025 Principle Wealth Partners LLC997,835$25.83M1.8%-7.8%1.471%
5/6/2025 Triumph Capital Management90,173$2.33M0.8%+19.3%0.133%
5/6/2025 Old Port Advisors217,146$5.62M1.7%+554.8%0.320%
5/5/2025 Gallacher Capital Management LLC323,342$8.37M4.1%+12.8%0.477%
5/2/2025 Lineweaver Wealth Advisors LLC1,010,919$26.17M4.5%+70.4%1.490%
4/30/2025Alps Advisors Inc.180,582$4.67M0.0%+18.0%0.277%
4/30/2025Adapt Wealth Advisors LLC593,317$15.36M7.5%+43.2%0.910%
4/30/2025 Stratos Wealth Partners LTD.20,558$532K0.0%N/A0.032%
4/30/2025 Stratos Wealth Advisors LLC69,271$1.79M0.1%N/A0.106%
4/30/2025 Stratos Investment Management LLC2,651,970$68.65M3.7%+35.3%4.069%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
4/29/2025Bank of New York Mellon Corp1,932,956$50.04M0.0%N/A2.966%
4/29/2025World Investment Advisors294,502$7.62M0.2%+10.9%0.452%
4/28/2025Strategic Financial Concepts LLC9,016$233K0.0%+14.8%0.014%
4/28/2025 ABLE Financial Group LLC10,818$280K0.1%N/A0.017%
4/25/2025 G&S Capital LLC18,859$488K0.2%N/A0.029%
4/23/2025 Riverbend Wealth Management LLC113,955$2.95M2.6%+6.7%0.175%
4/23/2025 Guardian Financial Partners LLC413,213$10.70M5.1%+2.7%0.634%
4/21/2025 Blue Trust Inc.5,080$131K0.0%N/A0.008%
4/21/2025Advisory Resource Group545,393$14.12M2.9%-5.4%0.837%
4/16/2025 Wealth Enhancement Advisory Services LLC38,822,260$1.00B1.9%+8.8%59.562%
4/16/2025 NorthCrest Asset Manangement LLC238,408$6.17M0.2%+174.0%0.366%
4/15/2025 Traction Financial Partners LLC680,889$17.63M13.8%N/A1.045%
4/11/2025 Annex Advisory Services LLC3,496,658$90.51M2.6%+17.9%5.365%
4/10/2025 Fermata Advisors LLC84,791$2.20M0.4%+6.2%0.133%
4/10/2025Nixon Peabody Trust Co.205,180$5.31M0.5%N/A0.323%
3/17/2025 Wealth Enhancement Advisory Services LLC35,667,256$910.23M1.7%+32.8%59.218%
3/17/2025 NorthCrest Asset Manangement LLC87,015$2.22M0.1%+152.1%0.144%
2/25/2025Shufro Rose & Co. LLC1,844,088$47.06M3.6%N/A6.681%
2/18/2025Vise Technologies Inc.28,136$718K0.1%N/A0.102%
2/17/2025Coastal Bridge Advisors LLC15,084$385K0.1%N/A0.055%
2/17/2025Citadel Advisors LLC36,283$926K0.0%-43.3%0.131%
2/17/2025Adapt Wealth Advisors LLC414,451$10.58M5.2%+20.1%1.502%
2/14/2025Jane Street Group LLC96,849$2.47M0.0%+54.3%0.351%
2/14/2025 Triumph Capital Management75,578$1.93M0.7%+8.2%0.274%
2/14/2025Comerica Bank3,214$82K0.0%N/A0.012%
2/14/2025Integrated Wealth Concepts LLC350,990$8.96M0.1%-2.0%1.272%
2/13/2025First Foundation Advisors25,021$639K0.0%N/A0.091%
2/13/2025 Envestnet Asset Management Inc.34,055$869K0.0%N/A0.123%
2/12/2025OLD Mission Capital LLC91,182$2.33M0.0%N/A0.330%
2/12/2025JPMorgan Chase & Co.4,492$115K0.0%N/A0.016%
2/11/2025LPL Financial LLC35,001$893K0.0%+56.9%0.127%
2/11/2025Condor Capital Management43,858$1.12M0.1%N/A0.159%
2/11/2025TAP Consulting LLC8,317$212K0.0%N/A0.030%
2/10/2025Thrivent Financial for Lutherans340,034$8.68M0.0%N/A1.232%
2/10/2025 Gallacher Capital Management LLC286,678$7.32M3.6%+20.7%1.039%
2/10/2025 Sovereign Investment Advisors LLC376,719$9.61M2.9%+50.2%1.365%
2/10/2025Commonwealth Equity Services LLC22,309$569K0.0%-28.1%0.081%
2/7/2025 Riverbend Wealth Management LLC106,830$2.73M2.4%N/A0.387%
2/5/2025 Lineweaver Wealth Advisors LLC593,315$15.15M2.8%+2.5%2.150%
2/4/2025 Prasad Wealth Partners LLC487,842$12.45M4.0%N/A1.768%
1/30/2025Strategic Financial Concepts LLC7,857$201K0.0%N/A0.028%
1/30/2025Legacy Capital Wealth Partners LLC33,435$853K0.2%N/A0.121%
1/29/2025 Principle Wealth Partners LLC1,082,578$27.63M1.9%-6.5%3.922%
1/28/2025Advisory Resource Group576,334$14.71M3.1%-5.4%2.088%
1/28/2025 Apollon Wealth Management LLC26,823$685K0.0%-1.9%0.097%
1/28/2025 Spectrum Investment Advisors Inc.161,671$4.13M2.8%N/A0.586%
1/28/2025Strategic Financial Concepts LLC200,503$51K0.0%N/A0.726%
1/27/2025 Stratos Investment Management LLC1,959,640$50.01M3.0%-0.5%7.100%
1/16/2025 Annex Advisory Services LLC2,966,770$75.71M2.3%+81.9%10.749%
1/15/2025 Fermata Advisors LLC79,839$2.04M0.4%-9.4%0.289%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
1/15/2025 Guardian Financial Partners LLC402,471$10.27M6.1%+4.1%1.458%
1/10/2025 Wealth Enhancement Advisory Services LLC26,875,912$710.60M1.5%+0.0%97.376%
1/2/2025 Old Port Advisors33,163$846K0.2%N/A0.120%
11/25/2024World Investment Advisors LLC265,971$7.03M0.2%+0.7%0.964%
11/20/2024Advisory Resource Group608,923$16.10M3.4%-1.3%2.206%
11/15/2024Jane Street Group LLC62,772$1.66M0.0%+105.8%0.227%
11/15/2024Integrated Wealth Concepts LLC358,251$9.47M0.1%+4.4%1.298%
11/14/2024Flow Traders U.S. LLC37,619$995K0.1%N/A0.136%
11/5/2024 Apollon Wealth Management LLC27,351$723K0.0%N/A0.099%
11/1/2024Assetmark Inc.2,272$60K0.0%N/A0.008%
(Data available from 1/1/2016 forward)

SMTH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMTH shares?

During the previous two years, 54 institutional investors and hedge funds held shares of ALPS | Smith Core Plus Bond ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($1.13B), Annex Advisory Services LLC ($132.96M), Shufro Rose & Co. LLC ($117.62M), Stratos Investment Management LLC ($85.02M), Bank of New York Mellon Corp ($50.04M), Lineweaver Wealth Advisors LLC ($29.27M), and Principle Wealth Partners LLC ($20.30M).Learn more on ALPS | Smith Core Plus Bond ETF's institutional investors.

Which institutional investors have been buying ALPS | Smith Core Plus Bond ETF's stock?

Of the 51 institutional investors that purchased ALPS | Smith Core Plus Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($43.71M), Annex Advisory Services LLC ($5.14M), Shufro Rose & Co. LLC ($4.54M), Stratos Investment Management LLC ($3.14M), Bank of New York Mellon Corp ($1.93M), Principle Wealth Partners LLC ($1.28M), and Traction Financial Partners LLC ($680.89K).

How much institutional buying is happening at ALPS | Smith Core Plus Bond ETF?

Institutional investors have bought a total of 39,129,390 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

Which of ALPS | Smith Core Plus Bond ETF's major shareholders have been selling company stock?

Of the 14 institutional investors that sold ALPS | Smith Core Plus Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Principle Wealth Partners LLC ($372.35K), Sovereign Investment Advisors LLC ($318.34K), Prasad Wealth Partners LLC ($142.23K), Integrated Wealth Concepts LLC ($85.23K), Advisory Resource Group ($71.70K), Goldman Sachs Group Inc. ($70.33K), and Jane Street Group LLC ($50.22K).

How much institutional selling is happening at ALPS | Smith Core Plus Bond ETF?

Institutional investors have sold a total of 1,222,304 shares in the last 24 months. This volume of shares sold represents approximately $31.57M in transactions.


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This page (NYSEARCA:SMTH) was last updated on 8/5/2025 by MarketBeat.com Staff
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